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SPONSORED: Ardian — The investment case for Mexico’s telecommunications sector
Investors - JUNE 1, 2024

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SPONSORED: Ardian — The investment case for Mexico’s telecommunications sector

by Jennifer Babcock

Mexico, as the second-largest Latin American economy and the second-largest trading partner with the United States, is ripe for investment in digital infrastructure, according to a report titled, “Mexico: The next frontier for digital infrastructure,” published in the June issue of Institutional Investing in Infrastructure (i3).

Authors Michael Obhof, senior managing director, digital infrastructure, with Ardian, and Emilio Andrade, managing director, infrastructure, with Ardian, describe a two-prong opportunity: “As we look across the digital infrastructure space in Mexico, we see a dynamic market environment with great potential for future investment opportunities. On the tower side, this is likely to be driven by market consolidation (i.e., mergers and acquisitions). Meanwhile, on the fiber side, we anticipate a greater focus on organic growth driven by the sizable need to build additional infrastructure to keep up with growing connectivity demands, includi

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